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MarketWise

54 hedge funds and large institutions have $18.1M invested in MarketWise in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 13

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.62% less ownership

Funds ownership: 2.21%1.59% (-0.62%)

14% less funds holding

Funds holding: 6354 (-9)

28% less call options, than puts

Call options by funds: $28K | Put options by funds: $39K

36% less capital invested

Capital invested by funds: $28.1M → $18.1M (-$10M)

64% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 14

Holders
54
Holders Change
-9
Holders Change %
-14.29%
% of All Funds
0.87%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
19
Reduced
13
Closed
14
Calls
$28K
Puts
$39K
Net Calls
-$11K
Net Calls Change
+$2.48M

MKTW Hedge Fund Activity: Q4 2022 in Review

54 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in MarketWise (MKTW) for Q4 2022, worth a combined $18.1M — down 36% from $28.1M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of MKTW and 5 opened new positions — a net loss of 9 holders — while 13 trimmed existing stakes and 19 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $285K. The largest seller was Rovida Advisors, cutting an estimated $822K.

  • 54 institutional investors held MarketWise (MKTW) as of Q4 2022, down from 63 in Q3 2022.
  • Funds reported $18.1M of MarketWise stock for Q4 2022, down 36% quarter-over-quarter.
  • 5 funds opened new MarketWise positions in Q4 2022 and 14 closed out, a net change of -9 holders.
  • The largest MarketWise buyer in Q4 2022 was Citadel Advisors, an estimated $285K added.
  • The largest MarketWise seller in Q4 2022 was Rovida Advisors, an estimated $822K sold.

Based on aggregated 13F filings for Q4 2022.